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Disclosery

LPL Financial LLC: AIEQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on AIEQ, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 200,029 AIEQ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 200,029 shares
    Change vs previous 13F +185 shares

    <0.01% of the 13F portfolio, value $9,889,452.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 199,844 shares
    Change vs previous 13F -2,035 shares

    <0.01% of the 13F portfolio, value $8,639,814.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 201,879 shares
    Change vs previous 13F +2,261 shares

    <0.01% of the 13F portfolio, value $9,113,875.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 199,618 shares
    Change vs previous 13F +1,722 shares

    <0.01% of the 13F portfolio, value $8,960,860.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 197,896 shares
    Change vs previous 13F +10,822 shares

    <0.01% of the 13F portfolio, value $8,389,694.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 187,074 shares
    Change vs previous 13F +17,044 shares

    <0.01% of the 13F portfolio, value $6,896,319.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 170,030 shares
    Change vs previous 13F -1,390 shares

    <0.01% of the 13F portfolio, value $6,764,719.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 171,420 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,434,531.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).